THE MCSHIN FOUNDATION (EIN 201327278) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

HONESTY LILLER

Phone

8045640132

Tax Period

2024-07-01 to 2025-06-30

THE MCSHIN FOUNDATION, founded in 2004, is a community nonprofit in the Mental Health sector that reported $2.4M in total revenue in fiscal year 2018. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 12% surplus.

Mission

THE MISSION OF THE MCSHIN FOUNDATION IS TO DELIVER A MESSAGE OF HOPE TO INDIVIDUALS WITH SUBSTANCE USE DISORDERS, AND TO FACILITATE THEIR JOURNEY TO A HEALTHIER LIFE. SINCE ITS INCEPTION IN 2004, THE MCSHIN FOUNDATION HAS PROVIDED INTERVENTION AND RECOVERY SERVICES, HOUSING SERVICES, COMMUNITY RESOURCE COLLABORATIVE SERVICES, RECOVERY EDUCATION AND ADVOCACY, AND A SPEAKER SERIES. THE MCSHIN FOUNDATION WAS ESTABLISHED BOTH BY AND FOR THE RECOVERY COMMUNITY TO PROMOTE STRENGTHS-BASED HEALING, UTILIZING EVIDENCE-BASED PRACTICES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,738,065

Program Service Revenue $1,684,677

Investment Income $404,102

Other Revenue $4,414

TOTAL REVENUE $3,831,258

Expense Breakdown

Grants Paid $495,417

Salaries & Benefits $1,476,602

Fundraising Expenses $69,283

Program Expenses $3,335,425

Other Expenses $1,651,200

TOTAL EXPENSES $3,623,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,831,258	$6,403,607	-0.4%
Expenses	$3,623,219	$4,089,547	-0.1%
Net Income	$208,039	$2,314,060	-0.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$232,516

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIRGINIA HALL	DIRECTOR	1.00	Director	$0	$0	$0
MIKE KELLY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DUNSTON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN POPOVICH	DIRECTOR	1.00	Director	$0	$0	$0
FAY CHELMOW	DIRECTOR	1.00	Director	$0	$0	$0
DAVID OSTWINKLE	DIRECTOR	1.00	Director	$0	$0	$0
MELBA GIBBS	DIRECTOR	1.00	Director	$0	$0	$0
DUSTY O'QUINN	CHAIRWOMAN	2.00	Officer	$0	$0	$0
LESLEY DAVIS	TREASURER	2.00	Officer	$0	$0	$0
MIKE BEAUDET	SECRETARY	2.00	Officer	$0	$0	$0
HONESTY LILLER	CEO	40.00	Officer	$114,401	$20,424	$134,825
JESSE WYSOCKI	COO	40.00	Officer	$78,957	$18,734	$97,691

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,831,258	$3,623,219	$5,067,536	$208,039
2024	$6,403,607	$4,089,547	$4,858,720	$2,314,060
2023	$3,374,360	$3,227,491	$2,329,255	$146,869
2023	$3,374,360	$3,227,491	$2,329,255	$146,869
2022	$2,682,283	$2,625,522	$2,207,456	$56,761
2021	$2,314,442	$2,237,513	$1,957,040	$76,929
2020	$2,609,741	$2,296,109	$1,940,744	$313,632
2019	$2,386,963	$2,110,779	$1,540,196	$276,184

THE MCSHIN FOUNDATION